CSOIX Mutual Fund Analysis & Holdings | MarketXLS

CSOIX Mutual Fund

NAV$9.14

AUM$1.0B

TER0.79%

Holdings589

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CSOIX Mutual Fund

NAV$9.14

Credit Suisse Strategic Income Fund Cl I

AUM$1.0B

TER0.79%

Holdings589

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare CSOIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings CSOIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CSOIX Mutual Fund Overlap Analysis

CSOIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

CSOIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 589 holdings, CSOIX may share significant positions with broad-market funds.

CSOIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CSOIX tax-loss harvesting finds highly correlated but non-identical funds.